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at a normal interest rate, i'm a guy that wants to go 50/50 bond equities, are you saying in this environment i should be 75 equities, 25 bonds because of the risk? >> yeah, i think the problem is nobody is 50/50. today people are sitting at 80% this bonds. 10% quit tis and a little bit of cash. here's the big issue. americans need to retire. 75% of them have already said they don't have enough money. 40% said they'll never have enough money. so they're funding their lon term liability which is retirement 15 years, on average 58 years old, and they're funding it with a security that's at the end of its peak cycle. so usual getting zero rate of return and you're saying i'll fund the liability by an investment that i'm guaranteed to lose money in. the world is more complicated. it's not 50 stock and 50 bond. so you have to say i need to start to move into a more balanced portfolio. the big problem people have is they think it's a binary switch. i go from stocks to bonds. maybe risky people and speculate tors do that. but it means i need to start to lessen my bond position, because more balanced
this on the eve of an election. again, i'm obviously not positing some huge conspiracy. in our environment, in our hyperpartisan environment, most people in a situation like this seeing any possibility for political advantage would have raced to expose something like this, right? general petraeus was confronted about this two weeks ago, right? two weeks before the election. chose -- ultimately decided to resign but didn't decide to resign at that moment. was there part of the reason he did not decide to resign immediately upon being confronted on this, he knew it would be embarrassing for the administration on the eve of an election? that's a reasonable inference. there's so much we don't know because so many people individually have not spoken publicly about the chain of events and their motivations in terms of keeping quiet at a moment of maximum political volatility. >> just to clarify because i've raised a lot of questions here, my biggest concern isn't what happened at the end. i understand there are a lot of conservatives that are going to be thinking that this was -- >> cover-up. >> benghaz
should be positioning your portfolio in this environment of uncertainty. he manages more than $14 billion for westfield capital. and will, i know you've got interesting thoughts about what's working right now and what people should be doing. which is great, we hear from a lot of people who freeze up at this point, keep things in cash. but you're looking specifically at stocks that might benefit from things like an improvement in the housing industry, which is something we heard yesterday from home depot. >> yeah, exactly. i think the one big difference with the debt ceiling negotiation, for example, the republicans had an incentive to make the current administration look bad because they're trying to win an election, right? well, now with the election over, i think there's an incentive for them not to obstruct. and so i do think something will get done. it'll most likely be a minor deal to buy some time and maybe we get a major deal in 2013. but at the end of the day, i think there'll be some fiscal drag in the first half of '13. rather than sitting cash where you get zero, what can you d
-- there might be a t.a.r.p. like environment where we do go over the cliff, the cliff, whatever that means, exactly, but we don't hit the first set of deadlines. something doesn't pass the first time, but then eventually some of the members of both sides are brought to heal by the prospect of -- >> the real -- not just the pending doom but doom actually present in their laps for a second. that seems like a possible scenario to me. i do think there still is, despite all sharp rhetoric, i still think on the republican side, which is so critical, this notion of the other thing you heard throughout all of the commentary for the last week and over the weekend is that the implications of the election still are -- is sinking in. republicans still -- you see with this continued criticism of romney's comments and so on. that's still setting? >> all right. you mentioned benghazi. let's go to the developments there in the on going controversy over the administration's response to the attack on the u.s. consulate in bengha benghazi. members of congress are now vowing to find out why the cia's conclusi
. that is a real scoop in an environment where there are no deals, david brought us a very good scoop. >> that's why you haven't participated in any of this. there are no other deals. this was the only one. >> not many needles in the hay stack. >> david found the only one. thank you for bringing it here, david. boyd jeffries name. >> what was it exposure in europe? >> egan had all sorts of rhymes and reasons for that company falling apart. >> we'll talk about shipping right now, from i-phones to apparel, cnbc's senior talent producer, lori ann larocco, our staff, incredible producer and her book "dynasties of the sea," and lori ann, reading through this, we know how important shipping is, we talk about it every day but there were things i didn't realize how much of the things in our homes are brought to us from ships. >> 92% of everything in a household has been on a ship and ever since superstorm sandy we've all realized how important shipping is as we're all going through this gasoline crisis. it's really amazing in terms of the wide breadth that the shipping industry has on the economy. >>
was not sufficiently angry enough in this environment that the primary process was fought in. he wasn't anti-intellectual enough. >> and downplayed his conservatism. >> that was the biggest mistake. he downplayed his conservatism from the very beginning. and i want to say again, mark halperin, the anti-intellectualism in the republican party over the past decade has been growing. that's another thing bobby jindal has been talking about. that's got to change. that's got to change. we not only have to win over hispanics, we've got to win over educated hispanics. educated african-americans. educated white people. educated people of all races with ph.d.s, an area we've been losing for decades. >> and joe, there's another issue that i know you think a lot about and thought a lot about that huntsman also talked about which is afghanistan and ending the war. that's another populist issue that i think republicans missed in 2012. the president was for winding down the war. you had others who didn't run that thought that that was an issue to tap into across the board populists including a lot of the g
Search Results 0 to 7 of about 8 (some duplicates have been removed)